The 2026 Industry Index pairs real survey insights with Track That Advisor benchmarks to show what’s driving growth right now and what’s actually working when executed consistently. • See what channels are delivering the highest ROI right now • Benchmark your client acquisition strategy against 500+ peers • Find out where the biggest execution gaps are and how to close them • Get the data behind seminars, referrals, AI adoption, and hybrid delivery
In 2026, net new asset growth is less about finding a new tactic and more about scaling proven strategies repeatably.
The financial professionals gaining ground are not doing wildly different things. They’re the ones using data and technology to build cleaner pipelines, tighter processes, and better tracking, then using AI to protect time for what still matters most: human relationships. That’s why we created the 2026 Industry Index.
Real insights from real advisors. Here’s what the data reveals about what’s working (and what’s not) in 2026. Better strategy. Smarter execution. Stronger growth.
Growth in 2026 is less about doing more of everything and more about doing the right things more consistently.
The highest-performing strategies are still rooted in human connection. Referrals, relationships and education.
The winners are building repeatable workflows around what already works, from follow-up to communication.
AI and automation are becoming more common. But the real value of technology is not replacing the advisor.
What’s changing is the expectation that those fundamentals should run like a system. That shift matters because systems don’t just improve performance, they create proof, and proof is what separates average firms from firms that grow predictably and build long-term enterprise value.
